[Remote] Operations Technical Specialist (Commercial/Personal Insurance)
Note: The job is a remote job and is open to candidates in USA. Insurance Office of America is a company focused on enhancing insurance operations through expertise in agency management systems. They are seeking an Operations Technical Specialist to support and improve processes while collaborating with training partners and leadership to optimize systems in alignment with business goals.
Responsibilities
- Maintain technical competence in IOA’s systems
- Exercise discretion and independent judgment for beneficial outcomes
- Implement strategic and tactical plans to achieve team goals
- Collaborate with branch and regional operations and sales personnel
- Travel to meet with branch operations teams as needed
- Provide technical support for the Applied Epic agency management systems. Also administer EPIC, CSR24, Indio, and related tools including adding new users, user terminations, resolving user issues
- Oversee quality audit processes for Epic training effectiveness
- Administer and train users on assigned software
- Maintain and publish manuals and newsletters
- Support teams by evaluating and implementing software products
- Develop and improve compliance with core processes and best practices
- Maintain frequent, transparent communication with supervisors about performance and activities
- Provide excellent proactive service and respond quickly to inquiries
- Stay updated on company policies and procedures
- Seek and adopt best practices to improve individual and team performance
- Demonstrate integrity and leadership
Skills
- 5+ years of industry experience, with wide-ranging industry knowledge
- All required active licensing
- Exceptional customer service, communication, multitasking, and organizational skills
- Strong analytical, problem-solving, and decision-making skills
- Ability to perform large work volumes with high degrees of accuracy and attention to detail
- Proficiency in MS Office (Outlook, Word, Excel)
- High School Diploma (or equivalent)
- Consideration will be given to candidates with prior EPIC and Commercial or Personal lines insurance experience who are seeking to further develop their expertise within EPIC
Benefits
- Competitive salaries and bonus potential
- Company-paid health insurance
- Paid holidays, vacations, and sick time
- 401K with employer match
- Professional growth and career progression opportunities
- Respectful culture and work/family life balance
- Community service commitment
- Supportive teammates and a rewarding work environment
Company Overview